See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,243 | $111,814-76.5% | $93,654-72.0% | $145,959-82.0% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 5.53% | 203.30%-197.8pp | 133.34%-127.8pp | 561.95%-556.4pp |
| Employer contribution / active EE | $1,246 | $3,092-59.7% | $2,421-48.5% | $4,661-73.3% |
| Participant deferral / active EE | $2,321 | $4,914-52.8% | $4,413-47.4% | $6,689-65.3% |
| Admin fee / account holder | $32,335 | $10,246+215.6% | $8,282+290.4% | $13,398+141.3% |